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Acquire the knowledge and skills to succeed with Kofax

Kofax TotalAgility 7.3 Analytics

At Course Completion

Upon completion of this course, students will be able to:

  • Install and license Kofax Insight 5.x
  • Connect to TotalAgility for Resource and acess management
  • Import and configure the KAFTA project
  • Configure common Insight Studio settings
  • Import a package to TotalAgility and create relevant process instances (jobs) to provide Process Business Intelligence raw data
  • Create an Insight project and specify data sources
  • Understand and build records
  • Understand and create derived fields and filters
  • Understand and build metrics
  • Understand and build Views and dashboards
  • Configure TotalAgility to be able to access these dashboards from a TotalAgility site
  • Add a TotalAgility work queue as a data source
  • Create execution plans
  • Configure more advanced records, translation tables and views
  • Create an Insight process to show key steps, build wwim lanes, process grids and process step charts
  • Add a solution database as a data source
  • Examine and configure alerts


To maximize the learning experience, the student must have completed the following:

  • TotalAgility Essentials Training and Certification
  • TotalAgility Design and Configuration - SPA Training and Certification

It would be beneficial to also have a basic working knowledge of:

  • SQL databases
  • Microsoft Internet Information Services (IIS)

Course Materials

All course materials are provided.



Course Outline


Module 1 - Introduction to the Kofax Insight Analytics for TotalAgility Course

  • Classroom environment
  • Course materials, software and hardware
  • Course roadmap
  • Course Objectives
  • Use case scenario
  • Exam registration
  • What is Kofax Insight Analytics for TotalAgility?
  • Complete prerequisite as per Lab00 if completing the training on your PC

Module 2 - Installing Kofax Insight

  • Installation prerequisites
    • Hardware requirements
    • Software requirements
  • Installation steps
  • Licensing Kofax Insight
  • LAB: Installing Kofax Insight

Module 3 - Administration and KAFTA Import

  • Accessing Insight administration
  • What is KAFTA?
  • Importing the KAFTA project
  • Connection to the TotalAgility database
  • Configuring roles
  • Configuring TotalAgility Integration to connect to Insight
  • Configuring a capture process for BI reporting
  • Configuring TotalAgility navigation to provide access to the KAFTA dashboard and views
  • DEMO
  • LAB

Module 4 - Importing a TotalAgility Package

  • What is a package?
  • Components of a package
  • Importing package options
  • Confirming package imported successfully
  • Overview of relevant processes as part of a package
  • Creating TotalAgility jobs to provide business intelligence raw data
  • DEMO
  • LAB


Module 5 - Insight Studio

  • Overview
  • General settings
  • Creating a new Insight project
  • Defining data sources
  • Testing data sources
  • DEMO
  • LAB

Module 6 - Records

  • What are records?
  • Creating a new record
  • Defining data source
  • Testing data source
  • DEMO
  • LAB

Module 7 - Derived Fields

  • What is a derived field?
  • Creating a derived field
  • Specifying an expression
  • DEMO
  • LAB

Module 8 - Record Filters

  • Overview
  • Defining a filter
  • DEMO
  • LAB

Module 9 - Metrics

  • What is a metric?
  • Creating a metric
  • Testing a metric
  • DEMO
  • LAB

Module 10 - Views and Dashboards

  • What is a view?
  • Defining a view
  • Testing components on a view
  • What is a dashboard?
  • Creating a dashboard
  • Accessing a dashboard from TotalAgility
  • DEMO
  • LAB


Module 11 - Execution Plans

  • Overview
  • Defining an execution plan
  • Data load module
  • DEMO
  • LAB

Module 12- Adding TotalAgility Work Queue data as a Record Source

  • What are TotalAgility work queue fields and why use them?
  • Configuring a record to use TotalAgility work queue data
  • Providing a record field display name for each work queue field
  • DEMO
  • LAB

Module 13 - Records and Translation Tables

  • Creating a record based on a solution database
  • Creating a translation table
  • Connecting the translation table to a record field
  • Testing a translation table
  • DEMO
  • LAB

Module 14 - More Metrics

  • Creating more metrics
  • Testing metrics
  • DEMO
  • LAB

Module 15 - Adding More Views

  • Defining a view
  • Testing components on a view
  • Updating the dashboard
  • Testing the dashboard from TotalAgility
  • DEMO
  • LAB


Module 16 - Insight Processes

  • What are Insight processes?
  • Defining a process and relevant process steps
  • Defining records for the process
  • Connecting records to the process steps
  • Building a view for process swim lanes, process grids and process step charts
  • Creating process metrics
  • Testing
  • DEMO
  • LAB

Module 17 - Adding TotalAgility Work Queue as a Record Source

  • What are TotalAgility work queues and why use them?
  • Configuring a record to use TotalAgility work queue data
  • Providing a record field display name for each work queue field
  • DEMO
  • LAB

Module 18 - Alerts

  • Configuring alerts
  • Testing alerts
  • DEMO
  • LAB

Module 19 - Exporting and Importing

  • Overview
  • Exporting project components
  • Exporting projects
  • Importing
  • DEMO
  • LAB

Module 20 - Review and Testing

  • Class review
  • Overview of the exam environment and exam structure
  • Logging into the exam server
  • Certification testing
Kofax TotalAgility 7.3 Analytics
Delivery method Classroom
Duration 4 days
Part number TR-1200-0101V
Price Domestic USD 3500 USD
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